NOTICE: Continuing Ed is open and waiting to hear from you. Our office at 540 Arapeen is open from 9am-4pm Monday through Friday to assist you in person. If you need immediate assistance, please call us at 801.581.6461.
In light of the ongoing COVID-19 crisis, Professional Education will continue to offer all classes and programs online. We will be using the platform Canvas to hold these classes. You will get access to the class Canvas page 2 business days before the class date. If you have any questions or concerns, please contact us via email at ProEd@continue.utah.edu
This course has two components: investment and life insurance. The first part provides the student with an understanding of the various types of securities traded in financial markets, investment theory and practice, portfolio construction and management, and investment strategies and tactics. The second part introduces students to life insurance decisions in personal financial planning. This noncredit class meets with a regular University of Utah credit course.
Class Sections For Building Family Wealth: Investment And Life Insurance Planning (PEPEC 551)
Fall 2021 Section 90, Starting on: 08/23/2021
This course is specifically for students pursuing the Professional Certificate in Financial Planning (non-credit). Students not seeking the certificate should register for FCS 551-090. See https://continue.utah.edu/proed for more information about the non-credit micro-certificate.